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Western Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Western Wealth Management’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09M Sell
183,412
-5,849
-3% -$130K 0.13% 151
2026
Q1 		$4.24M Sell
189,261
-3,653
-2% -$82.2K 0.16% 123
2025
Q4 		$4.32M Buy
192,914
+18,505
+11% +$416K 0.2% 99
2025
Q3 		$3.91M Buy
174,409
+686
+0.4% +$15.2K 0.21% 100
2025
Q2 		$3.84M Buy
173,723
+37,140
+27% +$810K 0.23% 91
2025
Q1 		$3.01M Buy
136,583
+14,633
+12% +$318K 0.2% 104
2024
Q4 		$2.63M Buy
121,950
+30,254
+33% +$663K 0.14% 151
2024
Q3 		$2.07M Sell
91,696
-84,536
-48% -$1.88M 0.12% 183
2024
Q2 		$3.8M Buy
176,232
+33,015
+23% +$706K 0.28% 71
2024
Q1 		$3.11M Buy
143,217
+12,039
+9% +$261K 0.24% 82
2023
Q4 		$2.9M Buy
131,178
+89,151
+212% +$1.87M 0.21% 98
2023
Q3 		$874K Buy
42,027
+8,318
+25% +$178K 0.07% 274
2023
Q2 		$739K Buy
33,709
+8,206
+32% +$181K 0.06% 298
2023
Q1 		$566K Buy
25,503
+12,266
+93% +$271K 0.05% 341
2022
Q4 		$287K Sell
13,237
-13,047
-50% -$281K 0.03% 475
2022
Q3 		$565K Buy
26,284
+2,529
+11% +$57.5K 0.03% 443
2022
Q2 		$543K Buy
23,755
+6,615
+39% +$152K 0.03% 452
2022
Q1 		$410K Buy
17,140
+7,584
+79% +$187K 0.02% 586
2021
Q4 		$242K Buy
+9,556
New +$244K 0.02% 529
2021
Q2 		$200K Sell
7,721
-1,689
-18% -$43.8K 0.02% 607
2021
Q1 		$244K Sell
9,410
-4,966
-35% -$130K 0.03% 462
2020
Q4 		$380K Sell
14,376
-9,033
-39% -$239K 0.06% 302
2020
Q3 		$624K Buy
23,409
+3,707
+19% +$99K 0.1% 206
2020
Q2 		$528K Buy
+19,702
New +$528K 0.1% 213

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Western Wealth Management's SPMB Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.1% in Q2 2026, selling an estimated $130K and leaving 183,412 shares worth $4.09M. The position accounts for 0.13% of the portfolio, ranked #151.

Western Wealth Management first reported a position in SPMB in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.32M in Q4 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Western Wealth Management held 183,412 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.09M as of Q2 2026.
  • Western Wealth Management sold 5,849 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $130K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Western Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.32M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.